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Vanguard Small-Cap Value ETF

1,573 hedge funds and large institutions have $26.2B invested in Vanguard Small-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 620 increasing their positions, 455 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+153
Holders Change %
+10.77%
% of All Funds
20.94%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
1.57%
New
238
Increased
620
Reduced
455
Closed
51
Calls
$10.3M
Puts
$1.88M
Net Calls
+$8.38M
Net Calls Change
+$3.02M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
776
Brinker Capital Investments
Pennsylvania
$907K +$57.7K +291 +7%
OPS
777
Orion Portfolio Solutions
Nebraska
$907K +$57.7K +291 +7%
HFS
778
Hoge Financial Services
Pennsylvania
$907K +$991 +5 +0.1%
VP
779
Verisail Partners
Georgia
$904K +$904K +4,561 New
FA
780
Financial Alternatives
California
$903K
BGA
781
Battery Global Advisors
Massachusetts
$901K
MWM
782
Mission Wealth Management
California
$897K -$33.1K -167 -4%
HPFG
783
Hart & Patterson Financial Group
Massachusetts
$896K -$3.37K -17 -0.4%
JCM
784
Jacobi Capital Management
Pennsylvania
$892K -$48.8K -246 -5%
DAS
785
Diversify Advisory Services
Utah
$890K -$158K -810 -15%
BC
786
Bowman & Company
Wisconsin
$890K -$28.7K -145 -3%
GIA
787
Gladstone Institutional Advisory
Florida
$887K +$35.1K +177 +4%
BGAI
788
Bruce G. Allen Investments
Colorado
$886K +$349K +1,759 +65%
ODIJL
789
One Day In July LLC
Vermont
$882K +$9.91K +50 +1%
DI
790
Disciplined Investments
Oklahoma
$879K +$12.9K +65 +1%
GIM
791
Goelzer Investment Management
Indiana
$878K -$38.6K -195 -4%
CSIA
792
Conrad Siegel Investment Advisors
Pennsylvania
$878K -$5.55K -28 -0.6%
UAG
793
United Advisor Group
Ohio
$876K -$412K -2,081 -32%
RWM
794
Ritholtz Wealth Management
New York
$875K +$4.56K +23 +0.5%
CHC
795
City Holding Co
West Virginia
$875K +$20.4K +103 +2%
CCC
796
Compass Capital Corp
Massachusetts
$870K +$870K +4,275 New
TL
797
Tradewinds LLC
North Carolina
$870K +$346K +1,704 +66%
ST
798
Smithfield Trust
Pennsylvania
$869K -$9.92K -50 -1%
CCM
799
Canal Capital Management
Virginia
$868K
RCI
800
RS Crum Inc
California
$866K -$12.7K -64 -1%